Connectivity Event. London, 25 June 2014

Transcription

1 Connectivity Event London, 25 June 2014

2 Forward looking statement This presentation contains forward-looking statements that reflect management s current views with respect to future events. The words anticipate, believe, estimate, expect, intend, may, plan, project and should and similar expressions identify forward-looking statements. Such statements are subject to risks and uncertainties, including, but not limited to: an economic downturn in the semiconductor and telecommunications markets; changes in currency exchange rates and interest rates, the timing of customer orders and manufacturing lead times, insufficient, excess or obsolete inventory, the impact of competing products and their pricing, political risks in the countries in which we operate or sale and supply constraints. If any of these or other risks and uncertainties occur (some of which are described under the heading Risks and their management in Dialog Semiconductor s most recent Annual Report) or if the assumptions underlying any of these statements prove incorrect, then actual results may be materially different from those expressed or implied by such statements. We do not intend or assume any obligation to update any forward-looking statement, which speaks only as of the date on which it is made, however, any subsequent statement will supercede any previous statement. 2

6 Entering a new phase of pervasive computing Low power is fundamental to hardware architecture Our mobile devices have become the gateway to the Internet of Things Dialog is well placed to address this business opportunity with a wide range of products: Highly integrated PMICs Low power Audio AC/DC converters Bluetooth Smart 6

9 Bluetooth Smart What Is It? Evolution of current Bluetooth standard - open and license-free standard Focus on ultra-low power consumption Faster connection set-up and tear-down Ideal for transferring small amounts of data 9

16 A Breakthrough Solution World s Lowest Power Consumption <½ Power consumption of currently available solutions Doubles the lifetime of the product Halves the size of the battery and reduces the size and cost of the system 16

17 A Breakthrough Solution World s Smallest Solution <½ Package size of currently available solutions 2.5x2.5x0.5mm WL-CSP package Minimizes the size of the PCB Enables previously inconceivable small form factor industrial designs 17

18 A Breakthrough Solution World s Most Integrated Solution <½ Number of external components for complete core solution compared to currently available solutions Minimizes the size of the PCB Reduces the cost of the system 18

23 Increasing customer traction Across a wide range of verticals Large design ins Fitness Band for leading Chinese manufacturer RC for Tier 1 Japanese CE company music player Low cost remote control platform for top three remote supplier Two A4WP reference designs with Tier 1 companies Significant engagements with Tier 1 customers Beacons Remote controls Home automation Wearables HIDs 23

24 What s next in this market Trends More Sensors Continuous sensing Voice commands Networking But same size and power constraints! 24

25 What s next in this market Focus Lower power Smaller system size Lower system cost Deliver More flexibility More performance Achieve Increase our addressable market Increase our value in systems 25

26 Agenda Wrap-Up

27 Key take-aways Bluetooth Smart is being adopted in a multitude of high volume applications resulting in a rapidly growing market Dialog s SmartBond TM is a worldleading solution with unmatched power and size figures Dialog has successfully penetrated the market and is fast increasing its market footprint Dialog is working on the future of SmartBond TM to grow its portfolio and extend its lead in this market 27

29 M units The next battleground for wireless connectivity Smart Home forecast to (finally) take off ABI expects major growth in monitoring devices for security and comfort - from 17M units in 2013 to > 500M in 2018 Architecture shaped by the Internet of Things 2,000 1,800 1,600 1,400 1,200 1, Smart Home Devices & Systems (excl. Smartphone/Tablet/PC) 0 Source: Juniper Research 29

30 Traditional Smart Home paradigm 30

31 The traditional Smart Home We all know it s coming It s going to be BIG..but it s not here yet 31

32 What s different this time? 32

33 Lifestyle based - The IoT Smart Home Part of an internet-based ecosystem Dependent upon external data and cloud processing Rich variety of (unpredictable) use cases and devices Creating new requirements for a smart home architecture 33

34 Design requirements for the IoT Smart Home End to end connectivity enables innovation IPv6 addressing Protocol and gateway independent Mesh networking for coverage Autonomy for reliability and convenience Multiple pipe systems Direct connectivity to phones and tablets Energy harvesting end nodes 34

37 Key take-aways The IoT Smart Home as growth driver 500M units per year by 2018 The opportunity is up for grabs No wireless standard fully meets market needs Bluetooth Smart is well-positioned to win Dialog is innovating to become a leader in this space by

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